+170.5%
AEP vs RMD
+274.3%
-103.8%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.6% | +0.5% | 0.0% |
| 7D | -0.9% | -4.4% | +3.5% | -0.1% |
| 30D | -1.1% | -3.1% | +2.1% | -0.6% |
| 3M | -3.3% | +13.8% | -17.1% | -6.0% |
| 6M | -4.6% | -8.6% | +3.9% | -3.5% |
| YTD | +9.4% | -8.6% | +18.1% | +10.5% |
| 1Y | +16.9% | -19.7% | +36.6% | +21.0% |
| 3Y | +76.6% | +48.4% | +28.3% | +56.3% |
| 5Y | +66.2% | -22.7% | +88.9% | +68.7% |
| All | +170.5% | +274.3% | -103.8% | +102.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RMD.
Daily Out/Under-Performance
Portfolio return minus RMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RMD return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded RMD wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling